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State Street SPDR S&P Insurance ETF

150 hedge funds and large institutions have $530M invested in State Street SPDR S&P Insurance ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

8.54% more ownership

Funds ownership: 81.77%90.31% (+8.5%)

8% more funds holding

Funds holding: 139150 (+11)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

16% less capital invested

Capital invested by funds: $628M → $530M (-$98.6M)

90% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $107M

Holders
150
Holders Change
+11
Holders Change %
+7.91%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
38
Reduced
43
Closed
22
Calls
$10.2M
Puts
$107M
Net Calls
-$96.3M
Net Calls Change
-$88.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Arete Wealth Advisors
Illinois
$3.27M +$3.2M +54,449 New
Raymond James Financial
27
Raymond James Financial
Florida
$3.24M -$529K -8,983 -14%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.09M -$398K -6,763 -16%
JFG
29
Jefferies Financial Group
New York
$2.03M +$1.99M +33,786 New
AMI
30
Amica Mutual Insurance
Rhode Island
$1.69M
EIP
31
Ellis Investment Partners
Pennsylvania
$1.68M +$3.47K +59 +0.2%
TRCT
32
Tower Research Capital (TRC)
New York
$1.52M -$1.37M -23,357 -48%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.44M -$722K -12,266 -34%
Stifel Financial
34
Stifel Financial
Missouri
$1.24M -$23.2K -395 -2%
SWM
35
Spire Wealth Management
Virginia
$1.19M
RIA
36
Rhodes Investment Advisors
Texas
$1.19M +$1.16M +19,770 New
GRP
37
Global Retirement Partners
California
$1.07M -$35.3K -599 -3%
KAS
38
Kestra Advisory Services
Texas
$1.06M +$8.95K +152 +0.9%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.01M +$35.3K +600 +4%
Citadel Advisors
40
Citadel Advisors
Florida
$955K -$1.66M -28,237 -64%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$921K -$1.76K -30 -0.2%
FF
42
Foronjy Financial
California
$900K +$60K +1,019 +7%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$870K +$58.9K +1,000 +7%
AWA
44
Arkadios Wealth Advisors
Georgia
$862K -$24K -408 -3%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$842K -$149K -2,538 -15%
TSS
46
Two Sigma Securities
New York
$840K +$822K +13,962 New
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$787K +$625K +10,628 +433%
BJF
48
Blue Jean Financial
New York
$750K +$734K +12,466 New
TFA
49
Toth Financial Advisory
Virginia
$737K +$942 +16 +0.1%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$722K

KIE Hedge Fund Activity: Q4 2025 in Review

150 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Insurance ETF (KIE) for Q4 2025, worth a combined $530M — down 16% from $628M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new KIE positions and 22 closed out — a net gain of 13 holders — while 38 added to existing stakes and 43 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $14.8M. The largest seller was JP Morgan Chase, cutting an estimated $82.8M.

  • 150 institutional investors held State Street SPDR S&P Insurance ETF (KIE) as of Q4 2025, up from 139 in Q3 2025.
  • Funds reported $530M of State Street SPDR S&P Insurance ETF stock for Q4 2025, down 16% quarter-over-quarter.
  • 35 funds opened new State Street SPDR S&P Insurance ETF positions in Q4 2025 and 22 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P Insurance ETF buyer in Q4 2025 was Millennium Management, an estimated $14.8M added.
  • The largest State Street SPDR S&P Insurance ETF seller in Q4 2025 was JP Morgan Chase, an estimated $82.8M sold.

Based on aggregated 13F filings for Q4 2025.